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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,732 | $121,7010% | $104,639+16.3% | $158,982-23.4% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 11.51% | 465.72%-454.2pp | 340.67%-329.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,796 | $3,165-43.3% | $2,682-33.0% | $4,763-62.3% |
| Participant deferral / active EE | $4,640 | $4,176+11.1% | $3,738+24.1% | $5,983-22.5% |
| Admin fee / account holder | $792 | $7,778-89.8% | $6,465-87.8% | $11,252-93.0% |